We are an independent SEC-registered investment advisory firm located in Boston’s financial district.  

Our mission is to provide personalized investment management to institutions and individuals with an emphasis on long-term returns.

Over 30 Years of Experience Managing Portfolios for: 

  • Institutional Clients; Religious, Educational, and Non-Profit Organizations, and Corporate Retirement Plans
  • Individuals and Trusts
  • Massachusetts Municipal Retirement Plans

We have a proven track record managing portfolios for socially concerned organizations and individuals. 

We work closely with our clients, tailoring each portfolio to meet their unique objectives and investment needs by individually managing stocks, bonds, preferred stocks, and ETFs .
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